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Partner Call Replay: Understanding the Emotional State of Clients

Partner Call Replay: Understanding the Emotional State of Clients

Every morning, our partner firms join a call to discuss the markets, business operations, troubleshoot challenges, and hear the latest we are providing for them.…

Jamie Hopkins March 17, 2020
In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

By Jamie Hopkins, Director of Retirement Research Get ready for a new normal. With the SECURE Act comes the demise of the stretch strategy – and that could cost…

Jamie Hopkins December 18, 2019
The SECURE Act’s Effect on Financial Planning: 8 Takeaways for Advisors

The SECURE Act’s Effect on Financial Planning: 8 Takeaways for Advisors

The first major retirement income overhaul in more than a decade is slated for Congressional approval this week, marking a dramatic change to tax law that could…

Jamie Hopkins December 18, 2019
Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

By Jamie Hopkins, Director of Retirement Research As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement…

Jamie Hopkins November 25, 2019
The Basics Of Required Minimum Distributions With Your Retirement Account

The Basics Of Required Minimum Distributions With Your Retirement Account

Retirement accounts like 401(k)s and IRAs allow individuals to save for their future in a tax advantaged manner. IRA and 401(k) contributions are often tax deductible…

Jamie Hopkins August 26, 2019
3 Aspects of Retirement Affected by Divorce

3 Aspects of Retirement Affected by Divorce

Divorce rates for people age 50 and over have doubled since 1990, according to the Pew Research Center. Divorce can have both positive and negative impacts on happiness…

Jamie Hopkins July 26, 2019
The Progression of Financial Planning Through Every Decade of Your Life

The Progression of Financial Planning Through Every Decade of Your Life

By Jamie Hopkins Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and…

Jamie Hopkins June 24, 2019
Key Takeaways from the SEC’s Reg BI Rules Package

Key Takeaways from the SEC’s Reg BI Rules Package

After an almost decade-long wait from the SEC, the commission moved forward rule changes that would expand regulatory responsibilities for brokers to act in the…

Jamie Hopkins June 12, 2019
What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want

What ‘Avatar’ and ‘Avengers: Endgame’ Can Teach Advisers About What Clients Want

“Avatar” and “Avengers: Endgame” sit as No. 1 and No. 2 on the list of the highest-grossing movies in history (not adjusted for inflation). Both have taken…

Jamie Hopkins June 11, 2019
5 Reasons to Think About Long-Term Care Planning Today

5 Reasons to Think About Long-Term Care Planning Today

By Jamie Hopkins, Director of Retirement Research at Carson Group I once received an email from a family friend about long-term care insurance. He was frustrated…

Jamie Hopkins May 28, 2019
One Retirement Risk Few People Talk About

One Retirement Risk Few People Talk About

Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, health…

Jamie Hopkins May 15, 2019
Three Retirement Planning Needs Everyone Has

Three Retirement Planning Needs Everyone Has

Every retirement is unique. An individual’s situation – where they live, their health, their family, their finances, their goals – drives retirement. But,…

Jamie Hopkins May 15, 2019
Future Funding of Social Security Is A Pivotal Piece To Retirement Security

Future Funding of Social Security Is A Pivotal Piece To Retirement Security

By Jamie Hopkins You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having…

Jamie Hopkins April 29, 2019
Should You Use The Systematic Withdrawal Approach To Retirement Income Planning?

Should You Use The Systematic Withdrawal Approach To Retirement Income Planning?

For many Americans, their financial planning goals can be broken down into two periods: saving for retirement and spending in retirement (if you’re up on your…

Jamie Hopkins April 23, 2019
Comparing The 3 Most Popular Retirement Income Strategies

Comparing The 3 Most Popular Retirement Income Strategies

Is there a retirement crisis? The debate centers on how much people have saved or set aside for retirement. But the focus on savings amounts misses the point. Retirement…

Jamie Hopkins April 23, 2019
2019: The Year of Retirement Reform

2019: The Year of Retirement Reform

President Trump and Congress made their mark on the United States in 2017 with the most significant tax reform in 30 years. With four significant pieces of retirement…

Jamie Hopkins April 9, 2019
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